Sending Fees from the iPad

Fees are automatically sent to the practice management system when you finalize a visit; however, you can also manually send the fees to your practice management system.

You can only send fees once per visit. If you manually send fees to the practice management system and later finalize the visit, the fees are not resent to the practice management system.

To send fees, the user must have billing privileges assigned in administration. For more information, go to Editing User Demographics.

To send fees to the practice management system

  1. Open the Visit Overview screen.

    When fees are available to send, the Fees button is orange.

  2. Tap Send Fees on the Action Bar.

    The message, “Sending charges to PMS,” appears and the Send Fees button turns green.